Back to filter
Original filing (PDF)20250725161958NAL0006843121001
RENE SANCHEZ BORRERO
Form 5500-SF
FILING_RECEIVED
RENE SANCHEZ BORRERO RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENE SANCHEZ BORRERO.
Plan sponsor
Name
RENE SANCHEZ BORRERO
EIN
66-0442277
Address
NEUROLOGIA INSTITUTO SAN PABLO · 66 CALLE SANTA CRUZ STE 505 · BAYAMON, PR · 009617050
Phone
(787) 786-4511
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
ORIENTAL BANK
EIN
66-0259436
City
SAN JUAN, PR
Phone
(787) 474-1993
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
SUSAN MENAHEM PSYCHOTHERAPY SERVICES
INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN
$1.8M · 33 participants
WIGREN FORENSIC, PLLC
WIGREN FORENSIC CASH BALANCE PLAN
$1.8M · 2 participants
ELITE NEUROPHYSIOLOGY LLC
ELITE NEUROPHYSIOLOGY LLC CASH BALANCE PLAN
$1.8M · 13 participants
SPARKS FAMILY ORTHODONTICS, PLLC.
SPARKS FAMILY ORTHODONTICS 401(K) PLAN
$1.8M · 14 participants
SHAHRAD RADY RAHBAN, M.D., INC.
SHAHRAD RADY RAHBAN, M.D., INC. PROFIT SHARING PLAN
$1.8M · 3 participants
ALTUS RESEARCH, INC.
ALTUS RESEARCH, INC.401(K) PLAN
$1.8M · 17 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants